Schwab U S Large Cap Growth ETF shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $448k | 16k | 27.87 |
| 2024-09-30 | $397k | 3.8k | 104.17 |
| 2024-06-30 | $392k | 3.9k | 100.84 |
| 2024-03-31 | $354k | 3.8k | 92.71 |
| 2023-12-31 | $338k | 4.1k | 82.96 |
| 2023-09-30 | $277k | 3.8k | 72.71 |
| 2023-06-30 | $286k | 3.8k | 74.94 |
| 2023-03-31 | $249k | 3.8k | 65.16 |
| 2022-12-31 | $215k | 3.9k | 55.55 |
| 2022-09-30 | $227k | 4.1k | 55.69 |
| 2022-06-30 | $236k | 4.1k | 57.90 |
| 2022-03-31 | $305k | 4.1k | 74.83 |
| 2021-12-31 | $334k | 2.0k | 163.73 |
| 2021-09-30 | $302k | 2.0k | 148.04 |
| 2021-06-30 | $298k | 2.0k | 146.08 |
| 2021-03-31 | $265k | 2.0k | 129.90 |
| 2020-12-31 | $262k | 2.0k | 128.43 |
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